Bridge Generations Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bridge Generations Wealth Management LLC
- $151 Billion
- Q4 2024
A detailed history of Bridge Generations Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bridge Generations Wealth Management LLC holds 135,001 shares of DISV stock, worth $3.84 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
135,001Holding current value
$3.84 Million% of portfolio
2.37%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
321Shares Held
66MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$252 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL6.29MShares$179 Million3.36% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$89.5 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO1.65MShares$46.8 Million1.09% of portfolio
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Ritholtz Wealth Management1.42MShares$40.4 Million1.12% of portfolio